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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
1526
Financial Management Network
California
$651K +$18.6K +81 +3%
TNA
1527
True North Advisors
Texas
$650K +$237K +1,032 +62%
JFA
1528
JNBA Financial Advisors
Minnesota
$650K -$69.1K -301 -10%
BWG
1529
Beta Wealth Group
California
$649K +$616K +2,683 New
GSWM
1530
Golden State Wealth Management
California
$649K -$2.98K -13 -0.5%
DWP
1531
Destiny Wealth Partners
Florida
$647K +$459 +2 +0.1%
RA
1532
Rise Advisors
New York
$646K +$105K +456 +21%
X
1533
Xponance
Pennsylvania
$644K -$83.1K -362 -12%
EFG
1534
Everhart Financial Group
Ohio
$643K -$2.75K -12 -0.4%
NFSG
1535
Newbridge Financial Services Group
Florida
$642K +$220K +960 +57%
GLA
1536
Great Lakes Advisors
Illinois
$642K -$449K -1,959 -42%
SWMG
1537
Sard Wealth Management Group
Georgia
$642K +$1.61K +7 +0.3%
MCM
1538
Mengis Capital Management
Oregon
$642K -$11.2K -49 -2%
NAS
1539
Nicolet Advisory Services
Wisconsin
$642K +$132K +574 +28%
CAM
1540
Congress Asset Management
Massachusetts
$641K – – –
WWM
1541
Woodside Wealth Management
Massachusetts
$641K – – –
VFG
1542
V2 Financial group
Illinois
$641K +$69.1K +301 +13%
VFG
1543
Victory Financial Group
Texas
$637K -$255K -1,110 -30%
GA
1544
Goldstein Advisors
Wisconsin
$634K -$186K -812 -24%
CPA
1545
Capital Performance Advisors
California
$633K +$151K +659 +34%
HAS
1546
HBW Advisory Services
California
$632K +$282K +1,230 +89%
AFA
1547
Antonelli Financial Advisors
Michigan
$630K – – –
LA
1548
Lynch & Associates
Indiana
$629K – – –
GBWM
1549
Granite Bay Wealth Management
New Hampshire
$627K -$257K -1,122 -30%
FMI
1550
Fiduciary Management Inc
Wisconsin
$627K +$594K +2,590 New
60 61
62
63 64